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The Allocated Task form is another type of correspondence within iTWOcx RIB CX and can be used for creating work items allocated to yourself or to anyone on the project. A task can also be linked or associated to any other correspondence type through the Split or Associate function.
To create an Allocated Task:
1) Click functions.
1. Click on the New Document button in the top right of the screen.
2) . Type ‘Task’ into the search bar in the Create New Document window. This will bring up the link to a new Allocated Task form. Click on the link to create a new form.
3) . You can now populate all the relevant fields in the Allocated Task form, making sure to set the appropriate status, due date and action recipients.
